Vendor proposals for purchase demands collected and sent through purchase orders are recorded and tracked using the Purchase Proposals option.
Purchase proposals can be generated on the purchase order or directly recorded purchase proposals can be linked to purchase orders.
New proposals from vendors can be added as alternatives to purchase orders, proposals are recorded by assigning revision numbers and proposal information by revision can be accessed and viewed through the Revision History.
Purchase Proposals are located under Purchase Proposal Management option of the Purchase Management section. The icons of the Purchase Proposals List and the options of the F9/right mouse button menu are used to add new proposals or to modify existing proposals.
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New |
Used to record purchase proposals. |
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Update |
Used to modify purchase proposal information. |
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Delete |
Used to delete the purchase proposal. Purchase proposals that are approved or linked to orders or contracts can not be deleted. |
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View |
Used to view the purchase proposal slip. Slip information displayed using this option cannot be changed. |
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Find |
Used to search for the required record on the proposal list sorted by date, slip number, document number, aux. code or authorization code. |
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Copy |
Used to copy proposal information into a blank card. Provides ease of use by allowing fast data entry. |
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Multiple Delete |
Used to delete the selected purchase proposals in batch. Purchase proposals that are approved or linked to contracts cannot be deleted. |
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Used to print the purchase proposal. |
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Send |
Used to send purchase proposal to the related AR/AP. |
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Batch Sending |
Used to send purchase proposal to the related AR/AP in batch. |
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Filter |
Used to display the Purchase Proposals list with the records matching the requested characteristics. |
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Approval Info |
Used to change the purchase proposal approval status. In order to change more than one proposal's status, firstly related proposals are checked and then by using "Approve" option of F9 menu, all status changes are done in batch. |
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Insert Revision |
Used to record purchase proposal revision information. |
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Add Contract |
Used to record contracts on the purchase proposals list. This option is available only in the right mouse button menu of the Approved purchase proposals. |
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Add Order |
It is used to generate order over the purchase proposal. Approval info is not taken into account. |
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Workflow History |
Displays the workflow history for purchase proposals if the Work Flow Management feature is used. |
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Record Information |
Displays the time and the user of the first registry and the last modification of the purchase proposal. |
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Number of Records |
Used to display the total number of purchase proposal records. |
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Refresh |
Used to refresh the Purchase Proposals list. |
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Back to Defaults |
Used to display the Purchase Proposals list with pre-defined sizes. |
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Lock |
Used for record based approval. |
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Multiple Lock |
Used to approve selected records collectively. |
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Unlock |
Used to cancel record based approval. |
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Multiple Unlock |
Used to cancel record approvals collectively for the selected records. |